See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,268 | $152,509+12.3% | $117,472+45.8% | $134,475+27.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.72% | 52.99%-65.7pp | 29.74%-42.5pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,679 | $5,571-34.0% | $4,176-11.9% | $4,740-22.4% |
| Participant deferral / active EE | $8,786 | $4,818+82.4% | $4,070+115.9% | $6,400+37.3% |
| Admin fee / account holder | $20,318 | $7,004+190.1% | $5,645+260.0% | $11,426+77.8% |